Objective

Pre-requisites

Procedure

1. Load the MSSQL datasource

In order to select data for tags, you need a datasource. In this case we won’t actually be using the data, so it causes a snag for us, but generally when
using AutoTag you will have a datasource connected in your document.

For this tutorial we simply selected the MSSQL datasource which was listed in the most recently used section. You can choose any datasource you have.

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2. Open the Parameters window

Parameters in AutoTag are managed in a separate window which can be opened by pressing the Parameters button in the AutoTag Manager ribbon. Here you’ll find the controls for adding and editing Parameters.

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3. Add a parameter and select a type

Go ahead and click the Add button and type a name for your parameter. We called ours hello after the
first program that every programming language introduces: Hello World.

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4. Type a default value and description

Also after the popular Hello World program, we’ll be typing Hello World as the default value for our parameter. You can give it a
description too which will show up in tool tips if you hover over the parameter.

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5. Click Save

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6. Insert an out tag with the parameter

We are going to try to display the parameter we just created in the document, so add an out tag to do this. Select the parameter
from the Data tree.

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7. Generate a DOCX document

Now, generate a document using the usual Output and select an output format. Save the document if you
haven’t already.

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8. Set the parameter and view the document

There is one extra step to generating a document this time – you must input a value for the parameter. The default value shows up, so you can use that, or
type your own value. Notice in the results your parameter value appears in place of the out tag!

Show Me How!

Quiz Yourself!

How do I open the Parameters window?

By clicking Parameters in the AutoTag ribbon.

By clicking Parameters in the AutoTag Manager ribbon.

By clicking Parameters in the Insert ribbon.

From the start menu.

What are parameters useful for?

Inserting text in the document

Setting dynamic data and conditions in your documents which are entered at generation time